+8.7%
ENB vs HAS
+16.8%
-8.1%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +0.8% |
| 7D | -0.5% | -3.1% | +2.6% | -0.4% |
| 30D | -0.2% | -2.7% | +2.5% | -0.2% |
| 3M | -7.5% | +8.9% | -16.4% | -7.6% |
| 6M | -4.1% | -2.9% | -1.2% | -4.1% |
| YTD | +9.8% | +12.6% | -2.8% | +9.9% |
| 1Y | +8.7% | +17.5% | -8.8% | +8.8% |
| All | +8.7% | +16.8% | -8.1% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling